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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,234 | $157,296-11.5% | $141,191-1.4% | $152,897-8.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.75% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $7,156 | $5,262+36.0% | $4,736+51.1% | $4,764+50.2% |
| Participant deferral / active EE | $2,015 | $7,111-71.7% | $6,710-70.0% | $5,851-65.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |